McBroom & Associates, LLC Long-Term Concentrated

Location: Las Vegas, NV

CIK: 0001908893 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 23, 2026

Total Value: $180M (100.0% shares, 0.0% debt)

Holdings (36)

NVDA NVIDIA CORPORATION 8.8%

Value $15.88M Shares 91,059 Est. Cost $93.46 Unrealized +99.7%

LRCX LAM RESEARCH CORP 7.5%

Value $13.55M Shares 63,412 Est. Cost $75.04 Unrealized +201.1%

COST COSTCO WHOLESALE CORPORATION 5.9%

Value $10.55M Shares 10,589 Est. Cost $492.27 Unrealized +95.8%

PLTR PALANTIR TECHNOLOGIES INC 5.8%

Value $10.5M Shares 71,781 Est. Cost $38.44 Unrealized +301.1%

ORLY OREILLY AUTOMOTIVE INC 5.8%

Value $10.34M Shares 111,989 Est. Cost $96.89 Unrealized -2.0%

JPM JPMORGAN CHASE & CO 5.2%

Value $9.33M Shares 31,718 Est. Cost $147.56 Unrealized +111.0%

TJX TJX COS INC NEW 5.1%

Value $9.155M Shares 57,326 Est. Cost $79.43 Unrealized +94.2%

AAPL APPLE INC 5.1%

Value $9.115M Shares 35,915 Est. Cost $159.69 Unrealized +64.6%

JNJ JOHNSON & JOHNSON 4.5%

Value $8.132M Shares 33,268 Est. Cost $157.92 Unrealized +44.3%

GLD SPDR GOLD TR 4.5%

Value $7.997M Shares 18,584 Est. Cost $178.08 Unrealized —

TSLA TESLA INC 4.3%

Value $7.739M Shares 20,817 Est. Cost $215.71 Unrealized +97.5%

ISRG INTUITIVE SURGICAL INC 4.3%

Value $7.721M Shares 16,748 Est. Cost $335.11 Unrealized +55.5%

DKS DICKS SPORTING GOODS INC 4.1%

Value $7.379M Shares 37,215 Est. Cost $107.66 Unrealized +93.1%

MSFT MICROSOFT CORP 3.7%

Value $6.68M Shares 18,046 Est. Cost $320.09 Unrealized +35.8%

HD HOME DEPOT INC 3.2%

Value $5.663M Shares 17,219 Est. Cost $346.38 Unrealized +8.8%

TSCO TRACTOR SUPPLY CO 3.0%

Value $5.375M Shares 118,659 Est. Cost $52.68 Unrealized +0.1%

VST VISTRA CORP 3.0%

Value $5.319M Shares 35,381 Est. Cost $165.68 Unrealized -1.5%

IVLU ISHARES TR 2.4%

Value $4.306M Shares 108,506 Est. Cost $38.51 Unrealized —

AXON AXON ENTERPRISE INC 1.9%

Value $3.447M Shares 8,116 Est. Cost $673.92 Unrealized -21.8%

SFM SPROUTS FMRS MKT INC 1.7%

Value $2.976M Shares 38,587 Est. Cost $115.36 Unrealized -37.3%

SUB ISHARES TR 1.3%

Value $2.356M Shares 22,126 Est. Cost $105.91 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 1.2%

Value $2.106M Shares 3,238 Est. Cost $472.98 Unrealized —

MCK MCKESSON CORP 1.1%

Value $2.041M Shares 2,359 Est. Cost $482.77 Unrealized +81.3%

BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%

Value $1.859M Shares 3,880 Est. Cost $299.07 Unrealized +65.0%

JPST J P MORGAN EXCHANGE TRADED F 0.8%

Value $1.365M Shares 26,979 Est. Cost $50.51 Unrealized —

PM PHILIP MORRIS INTL INC 0.7%

Value $1.328M Shares 8,030 Est. Cost $102.79 Unrealized +71.1%

CAT CATERPILLAR INC 0.7%

Value $1.279M Shares 1,806 Est. Cost $172.21 Unrealized +297.4%

FLRN SPDR SERIES TRUST 0.7%

Value $1.221M Shares 39,684 Est. Cost $30.51 Unrealized —

WMB WILLIAMS COS INC 0.6%

Value $1.137M Shares 15,623 Est. Cost $58.11 Unrealized +14.2%

WSM WILLIAMS SONOMA INC 0.4%

Value $762K Shares 4,178 Est. Cost $113.26 Unrealized +83.5%

CVX CHEVRON CORPORATION 0.4%

Value $744K Shares 3,597 Est. Cost $136.45 Unrealized +26.0%

CALM CAL MAINE FOODS INC 0.4%

Value $703K Shares 8,886 Est. Cost $93.13 Unrealized -13.4%

ZTS ZOETIS INC 0.4%

Value $690K Shares 5,835 Est. Cost $195.09 Unrealized -35.4%

KO COCA COLA CO 0.2%

Value $304K Shares 4,000 Est. Cost $56.05 Unrealized +33.4%

DFAC DIMENSIONAL ETF TRUST 0.2%

Value $282K Shares 7,250 Est. Cost $26.20 Unrealized —

PEP PEPSICO INC 0.1%

Value $211K Shares 1,360 Est. Cost $140.43 Unrealized +10.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	91,059	$15.88M	8.8%	$93.46	+99.7%	COM	67066G104
LRCX	LAM RESEARCH CORP	63,412	$13.55M	7.5%	$75.04	+201.1%	COM NEW	512807306
COST	COSTCO WHOLESALE CORPORATION	10,589	$10.55M	5.9%	$492.27	+95.8%	COM	22160K105
PLTR	PALANTIR TECHNOLOGIES INC	71,781	$10.5M	5.8%	$38.44	+301.1%	CL A	69608A108
ORLY	OREILLY AUTOMOTIVE INC	111,989	$10.34M	5.8%	$96.89	-2.0%	COM	67103H107
JPM	JPMORGAN CHASE & CO	31,718	$9.33M	5.2%	$147.56	+111.0%	COM	46625H100
TJX	TJX COS INC NEW	57,326	$9.155M	5.1%	$79.43	+94.2%	COM	872540109
AAPL	APPLE INC	35,915	$9.115M	5.1%	$159.69	+64.6%	COM	037833100
JNJ	JOHNSON & JOHNSON	33,268	$8.132M	4.5%	$157.92	+44.3%	COM	478160104
GLD	SPDR GOLD TR	18,584	$7.997M	4.5%	$178.08	—	GOLD SHS	78463V107
TSLA	TESLA INC	20,817	$7.739M	4.3%	$215.71	+97.5%	COM	88160R101
ISRG	INTUITIVE SURGICAL INC	16,748	$7.721M	4.3%	$335.11	+55.5%	COM NEW	46120E602
DKS	DICKS SPORTING GOODS INC	37,215	$7.379M	4.1%	$107.66	+93.1%	COM	253393102
MSFT	MICROSOFT CORP	18,046	$6.68M	3.7%	$320.09	+35.8%	COM	594918104
HD	HOME DEPOT INC	17,219	$5.663M	3.2%	$346.38	+8.8%	COM	437076102
TSCO	TRACTOR SUPPLY CO	118,659	$5.375M	3.0%	$52.68	+0.1%	COM	892356106
VST	VISTRA CORP	35,381	$5.319M	3.0%	$165.68	-1.5%	COM	92840M102
IVLU	ISHARES TR	108,506	$4.306M	2.4%	$38.51	—	MSCI INTL VLU FT	46435G409
AXON	AXON ENTERPRISE INC	8,116	$3.447M	1.9%	$673.92	-21.8%	COM	05464C101
SFM	SPROUTS FMRS MKT INC	38,587	$2.976M	1.7%	$115.36	-37.3%	COM	85208M102
SUB	ISHARES TR	22,126	$2.356M	1.3%	$105.91	—	SHRT NAT MUN ETF	464288158
SPY	STATE STR SPDR S&P 500 ETF T	3,238	$2.106M	1.2%	$472.98	—	TR UNIT	78462F103
MCK	MCKESSON CORP	2,359	$2.041M	1.1%	$482.77	+81.3%	COM	58155Q103
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,880	$1.859M	1.0%	$299.07	+65.0%	CL B NEW	084670702
JPST	J P MORGAN EXCHANGE TRADED F	26,979	$1.365M	0.8%	$50.51	—	ULTRA SHRT ETF	46641Q837
PM	PHILIP MORRIS INTL INC	8,030	$1.328M	0.7%	$102.79	+71.1%	COM	718172109
CAT	CATERPILLAR INC	1,806	$1.279M	0.7%	$172.21	+297.4%	COM	149123101
FLRN	SPDR SERIES TRUST	39,684	$1.221M	0.7%	$30.51	—	STATE STREET SPD	78468R200
WMB	WILLIAMS COS INC	15,623	$1.137M	0.6%	$58.11	+14.2%	COM	969457100
WSM	WILLIAMS SONOMA INC	4,178	$762K	0.4%	$113.26	+83.5%	COM	969904101
CVX	CHEVRON CORPORATION	3,597	$744K	0.4%	$136.45	+26.0%	COM	166764100
CALM	CAL MAINE FOODS INC	8,886	$703K	0.4%	$93.13	-13.4%	COM NEW	128030202
ZTS	ZOETIS INC	5,835	$690K	0.4%	$195.09	-35.4%	CL A	98978V103
KO	COCA COLA CO	4,000	$304K	0.2%	$56.05	+33.4%	COM	191216100
DFAC	DIMENSIONAL ETF TRUST	7,250	$282K	0.2%	$26.20	—	US CORE EQUITY 2	25434V708
PEP	PEPSICO INC	1,360	$211K	0.1%	$140.43	+10.2%	COM	713448108